Contact records are a helpful feature within Donor Management that help you keep all of the information about a specific individual or organization in one, easy-to-find location.

This feature allows you to easily see a contact's information, as well as their donation and transaction history, at a glance; it also include any additional details you've chosen to track - including historic communication between them and your organization, or even a photo to help put a face to their name. It also converts and categorizes all of that information, so you can easily segment and report on specific groups of donor based on the contact data that those records have captured.

To add a contact record, you can either click on the "Add Contact" button from the "Contacts" tab in Donor Management, or select the "Quick Add" button from the Donor Management dashboard directly, and select "Add," then "Contact." You'll then be able to enter additional details through a series of fields that provide you with relevant context about that donor, which can in turn be used for communication, reporting, or targeted appeals.

Below, we provide you with guidance on how to add a contact record, how to flag and resolve potential duplicate records, how to create and manage groups of contacts within Donor Management, and how to best manage your contact records as a source of data.

This feature is available for all users with access to the Fundraising Essentials package with "staff"- level admin access or higher within Donor Management.

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